美国总统特朗普宣布美国与伊朗的停火结束，以回应伊朗对霍尔木兹海峡商业船只及海湾地区美军设施的袭击 [1]。随着这一停火状态面临破裂风险，波斯湾地区的紧张局势加剧，导致国际原油价格回升至数周高点 [1]。周三，美国基准原油价格上涨至每桶 75.80 美元，布伦特原油接近每桶 79 美元，均为两周多来最高价 [1]。
霍尔木兹海峡中部因水雷无法通行，船只被迫绕行伊朗或阿曼水域；部分船只关闭信号以规避风险 [1]。美国指责伊朗袭击商业船只并撤销其公开出售原油的权利，同时该地区的航运安全受到严重威胁，导致部分航线中断 [1]。国际海事组织秘书长 Arsenio Dominguez 呼吁避免船员穿越该海峡以避开不必要的危险 [1]。尽管战略石油储备处于低位限制了美国的应对手段，但分析人士认为双方仍有可能通过谈判降级紧张局势 [1]。截至 7 月 3 日，美国战略石油储备仅剩 3.195 亿桶，为 1983 年以来最低水平 [1]。
President Trump declared the end of the ceasefire between the United States and Iran in response to attacks on commercial vessels in the Strait of Hormuz and against U.S. facilities in the Persian Gulf [1]. These incidents have intensified regional tensions, causing international crude oil prices to rebound to levels not seen in several weeks [1]. On Wednesday, the benchmark price for U.S. crude rose to $75.80 per barrel, while Brent crude approached $79 per barrel, marking their highest values in more than two weeks [1].
The security situation in the Strait of Hormuz has deteriorated significantly due to mines and attacks that have blocked parts of key shipping lanes [1]. Mines in the central part of the strait are impassable, forcing vessels to detour through Iranian or Omani waters; some ships even shut down their signals to avoid risks [1]. The International Maritime Organization Secretary-General Arsenio Dominguez has urged crew members not to cross the strait to avoid unnecessary dangers [1].
In response to these developments, the United States accused Iran of attacking commercial vessels and revoked its right to sell crude oil openly [1]. Meanwhile, U.S. strategic petroleum reserves have dropped to 319.5 million barrels as of July 3, representing their lowest level since 1983 [1]. Analysts believe that despite these low reserves limiting the United States' response options, there is still a possibility for both sides to de-escalate tensions through negotiations [1].